Financial Services Professional
Finance advising internship job in Columbus, OH
About the Role:
They are on your side! A leading Fortune 500 insurance and financial services company headquartered in Columbus; Ohio is hiring. If you want to work for a company that provides a great culture, great opportunities, and a huge impact, apply to join our client's team!
Role: Solutions Center Representative - Life Insurance
Pay Rate: $19 per hour, paid weekly
Assignment: Hybrid (Monday/Thursday-Friday - Remote, Tues-Wednesday
Schedule: Monday - Friday, Flexible hours b/w 8:00a-8:00p EST, 38.75 hours/week
Target Start Date: 01/05/2025, upon completion of new hire onboarding
Training is a total of 5 weeks, hybrid (2 days in office (Tuesday/Wednesday) and 3 from home). Training weeks 1-1-4 is Monday-Friday 10:00-6:30. The fifth week requires flexibility in hours, Monday - Friday 8:00-8:00 EST.
No time-off allowed from 12/1-1/8
Position Summary:
As a Solutions Center Representative, you'll deliver exceptional service to members, partners, and financial professionals. You'll understand high-level product/plan requirements in order to best handle inquiries, resolve account concerns, and educate customers on plan benefits, all while building strong relationships.
Key Responsibilities:
Handle inbound calls from members, partners and financial professionals
Interpret policy changes and provide expert guidance
Maintain records and use insights to enhance customer relationships
Ensure compliance with industry regulations and company policies
Educate customers on financial implications, penalties, and plan benefits
Strive for first-call resolution and collaborate with internal teams on escalated cases when needed
Participate in career development and goal-setting sessions
Qualifications:
Education: Recent degree in finance, business, insurance, economics, or communications preferred
Experience: 1+ year in customer service or sales
Skills:
Knowledge of various insurance products and the sales process
Solid understanding of legal implications of certain product features in different states
Strong communication and problem-solving abilities
Computer proficiency
Upon acceptance of offer, candidates will be required to submit to a 10-year criminal background check, urinalysis drug screen, and soft credit screen.
Pursuant to the California Fair Chance Act, Los Angeles County Fair Chance Ordinance for Employers, Los Angeles Fair Chance Initiative for Hiring Ordinance, and San Francisco Fair Chance Ordinance, qualified applicants will be considered for assignment with arrest and conviction records. Criminal history may have a direct, adverse, and negative relationship with some of the material job duties of this position. These include the duties and responsibilities listed above, as well as the abilities to adhere to company policies, exercise sound judgment, effectively manage stress and work safely and respectfully with others, exhibit trustworthiness, meet client expectations, standards, and accompanying requirements, and safeguard business operations and company reputation.
AI Trainer - Personal Finance Advisors (Remote)
Remote finance advising internship job
AI Trainer - Personal Finance Advisor
About Prolific
Prolific is not just another player in the AI space - we are building the biggest pool of quality human data in the world.
Over 35,000 AI developers, researchers, and organizations use Prolific to gather data from paid study participants with a wide variety of experiences, knowledge, and skills.
The role
We're looking for Personal Finance Advisors to help train and evaluate cutting-edge AI models. If you have the necessary experience, we'll send you a quick test to assess your skills and suitability for AI tasks. If successful, you'll be invited to join Prolific as a Domain Expert participant, where you'll get paid to train and evaluate powerful AI models.
Researchers looking for your skills tend to pay $40-$75p/h per AI task completed. You must be prepared to complete paid tasks that require one hour of uninterrupted work, though many are shorter.
What you'll bring
Verified status as a Personal Finance Advisor (e.g., by providing a professional profile that shows both educational and professional experience)
Recent clinical experience and comfort evaluating clinical reasoning and decision-making
Willingness to complete a short skills/eligibility screener to join our Domain Expert pool
Strong attention to detail and the ability to focus on complex tasks for up to one hour
A reliable, fast internet connection and access to a computer
Willingness to self-declare earnings (participants are self-employed)
A PayPal account to receive payments from our clients
What you'll be doing in the role
Reviewing AI-generated responses to Personal Finance scenarios and rating them for accuracy, appropriateness, safety, and reasoning quality
Comparing multiple model answers and selecting/justifying the best response
Writing improved exemplars, rationales, or structured feedback to help models learn where they fall short
Why Prolific is a great platform to join as a Domain Expert participant
Joining our platform as a Prolific participant will give you the chance to influence the AI models of the future. Once you pass our assessment, you can join Prolific in just 15 minutes, and start enjoying competitive pay rates, flexible hours, and the ability to work from home.
We've built a unique platform that connects researchers and companies with a global pool of participants, enabling the collection of high-quality, ethically sourced human behavioural data and feedback. This data is the cornerstone of developing more accurate, nuanced, and aligned AI systems.
We believe that the next leap in AI capabilities won't come solely from scaling existing models, but from integrating diverse human perspectives and behaviours into AI development. By providing this crucial human data infrastructure, Prolific is positioning itself at the forefront of the next wave of AI innovation - one that reflects the breath and the best of humanity.
Links to more information on Prolific
Website
Youtube
Privacy Statement
By submitting your application, you agree that Prolific may collect your personal data for recruiting and global organisation planning. Prolific's Candidate Privacy Notice explains what personal information Prolific may process, where Prolific may process your personal information, its purposes for processing your personal information, and the rights you can exercise over Prolific use of your personal information.
Auto-ApplyInvestment & Treasury Consultant
Remote finance advising internship job
About Neutron
Neutron is a BTC-Fi-focused Layer 1, built by ex-Lido contributors and backed by Binance Labs. It provides Bitcoin holders with a secure, transparent, and capital-efficient way to earn sustainable on-chain yield.
Engineered for predictable execution, strong risk controls, and operational stability, Neutron enables institutions and individuals to access automated BTC yield strategies and leverage opportunities in a fully transparent environment.
The traction is real: in the first month of Bitcoin Summer, users deposited over $15M in BTC, triggering healthy borrowing demand and strengthening yield opportunities across the ecosystem.
Neutron is designed to become the natural home for institutional Bitcoin capital - from ETFs to DATs and other vehicles seeking scalable, transparent BTC yield.
The mission is simple: keep Bitcoin on-chain and make earning yield effortless.
About the Role
We are looking for someone who actively searches for market opportunities, especially within the crypto and on-chain ecosystem, and who can advise our team on how to leverage these opportunities safely and effectively.
The Consultant will act as a trusted advisor supporting the Neutron team with financial insights, risk assessments, and recommendations across both traditional and digital asset strategies.
Responsibilities:
Monitor financial markets, crypto trends, emerging protocols, and macro conditions.
Identify new investment opportunities across traditional and on-chain markets.
Scan the DeFi ecosystem for yield strategies, liquidity pools, and staking options.
Present market findings and strategic recommendations with clear data.
Advise on treasury allocation across stablecoins, crypto assets, and traditional instruments.
Recommend secure on-chain yield strategies balancing returns, liquidity, and risk.
Guide the team on custody solutions: multi-sig, MPC, hardware wallets, and security best practices.
Support operational safety for managing funds across wallets, exchanges, and custodians.
Help develop a diversified investment strategy aligned with risk tolerance and goals.
Conduct due diligence on assets, protocols, and investment platforms.
Evaluate yield opportunities, incentives, and risks tied to decentralized finance.
Perform risk assessments covering smart-contract, market, liquidity, and counterparty risks.
Advise on dashboards for treasury tracking, yield performance, and market indicators.
Share insights, reporting, and documentation to support internal alignment and compliance.
Collaborate across teams and provide internal training on crypto markets, treasury models, and best practices.
Requirements:
5+ years of experience in finance, investments, crypto, treasury, or consulting.
Strong understanding of on-chain strategies, self-custody frameworks, and DeFi mechanics.
Experience analyzing yield opportunities, liquidity pools, staking, and token economics.
Excellent risk assessment skills, with ability to identify and clearly communicate risks.
Strong analytical mindset with the ability to present clear, structured recommendations.
Effective communicator able to advise non-financial stakeholders.
Ability to operate independently and proactively.
What we offer:
Large token allocation
Remote work options
Opportunities for international travel
28 voluntary paid days off per annum
Comprehensive benefits package including:
Physical well-being program
Mental health program
Individual training & conference attendance program
English studies program
Co-working space reimbursement
Our commitment to diversity and inclusion:
We firmly believe in the strength of diverse and inclusive teams and are fully committed to providing equal employment opportunities. We actively seek out and hire the most talented individuals worldwide, regardless of gender, race, age, religion, sexual orientation, veteran status, disability, or place of origin.
If you're ready to take the leap and join us in shaping the future of finance, apply today.
Wealth Enablement Intern
Remote finance advising internship job
Why Work at Mercer Advisors?
For 40 years, Mercer Advisors has worked with families to help them amplify and simplify their financial lives. How? By integrating financial planning, investment management, tax, estate, insurance, and more, all managed by a single team. Today we proudly serve over 31,300 families in more than 90 cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron's, we are an independent, national fiduciary legally obligated to always act in the best interest of our clients.*
Mercer Advisors offers a distinct work environment that stands out in the financial industry. Our overall employee base and client-facing team are composed of 50% women, reflecting our commitment to diversity. We attract top talent from across the country, with no formal headquarters and flexible working arrangements, allowing us to assemble the best team possible.
Join us and be a part of a team dedicated to making a meaningful impact on the financial lives of families across the country.
* Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron's top RIA ranking is based on a combination of metrics - including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron's to use the ranking in marketing. Please see important information about the ranking criteria methodology here.
Job Summary
The Wealth Enablement Intern will assist the Wealth Management Enablement (WME) team in creating resources and processes that support front-line client-facing employees. This internship offers exposure to training development, knowledge management, and technology adoption initiatives. The intern will contribute to projects that improve advisor onboarding and client experience while learning about enablement strategies in a financial services environment
Essential Job Functions
Support the development and maintenance of training materials and knowledge resources
Assist with content organization and updates in enablement platforms
Participate in testing and feedback activities for new processes and technology enhancements
Collaborate with team members to identify opportunities for improving resource accessibility and usability
Attend team meetings and shadow enablement activities to gain insight into advisor support strategies
What You'll Gain
Hands-on experience in training content development and knowledge management
Exposure to process improvement and technology implementation in wealth management
Understanding of enablement strategies that drive advisor productivity and client satisfaction
Qualifications
Must be enrolled in a Bachelors (as a rising Sophomore, Junior, or Senior) or Master's program
Strong attention to detail and organizational skills
Proficiency in Microsoft Office Suite and MS Teams
Interest in learning about wealth management and client experience
Work Schedule
8:00am to 5:00pm local office time
Working Conditions
Professional office environment. Working inside, sitting, standing. Will be assigned to a workstation.
Benefits:
Mercer Advisors offers a competitive and robust benefit package to our employees. Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following:
Company Paid Basic Life & AD&D Insurance
Company Paid Short-Term and Long-Term Disability Insurance
Supplemental Life & AD&D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance
Three medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.
Health Savings Account (HSA) with company contributions on a per pay period basis if enrolled in either HDHP medical plan.
Two comprehensive Dental Plans
Vision Insurance Plan
Dependent Care Savings Account for child and dependent care.
14 Company Paid Holidays with a full week off at Thanksgiving.
Generous paid time off program for vacation and sick days
Employee Assistance Plan
Family Medical Leave
Paid Parental Leave (6 weeks)
Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (6 weeks) to provide time for recovery, baby bonding, and enjoying your family time.
Adoption Assistance Reimbursement Program
Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life's challenges and more.
401(k) Retirement Plan with both Traditional and Roth plans with per pay period match
Pet Insurance
We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.
Mercer Advisors provides equal employment opportunity to all applicants and employees without regard to age, color, disability, gender, marital status, national origin, race, religion, sexual orientation, gender identity and expression, physical or mental disability, genetic predisposition or carrier status, or any other characteristic protected by law in accordance with all applicable federal, state, and local laws. Mercer Advisors provides equal employment opportunity in all aspects of employment and employee relations, including recruitment, hiring, training and development, promotion, transfer, demotion, termination, layoff, compensation, benefits, and all other terms, conditions, and privileges of employment in accordance with applicable federal, state, and local laws.
If you need an accommodation seeking employment with Mercer Advisors, please email *****************************. This email is for accommodation requests only. Accommodations are made on a case-by-case basis.
Applicants have rights under federal employment laws:
Family and Medical Leave Act (FMLA)
Employee Polygraph Protection Act (EPPA)
Equal Employment Opportunity (EEO)
U.S. Federal law requires all employers to verify the identity and employment eligibility of all persons hired to work in the United States. Mercer Advisors participate in E-Verify to confirm work authorization.
E-Verify
Right to Work
If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here.
CCPA Notice at Collection
Auto-ApplyAnalyst, IP Expert Testimony - Summer 2026
Remote finance advising internship job
Are you looking to join an organization that is growing and dynamic? What about a high-energy, collaborative environment that rewards hard work? J.S. Held is a global consulting firm that combines technical, scientific, financial, and strategic expertise to advise clients seeking to realize value and mitigate risk. Our professionals serve as trusted advisors to organizations facing high stakes matters demanding urgent attention, staunch integrity, proven experience, clear-cut analysis, and an understanding of both tangible and intangible assets.
The firm provides a comprehensive suite of services, products, and data that enable clients to navigate complex, contentious, and often catastrophic situation
We are seeking an Analyst to join our Intellectual Property team.
This is a unique opportunity for an entrepreneurial, highly driven person with a well-rounded skill set to join the Intellectual Property team, whose responsibilities extend beyond those of traditional Analyst. The ideal person for this role will need to not only have a strong grasp of the Intellectual Property industry, but also be flexible and a strategic thinker able to take on a variety of tasks.
Job Responsibilities:
Creating complex financial models
Performing and synthesizing in-depth industry, technology, and company-specific research
Writing reports and preparing presentations
Attending client meetings to collect information for analyses
Reviewing and analyzing financial, marketing and other documents produced in litigation
Critiquing opposing parties' economic arguments
Qualifications
Required Qualifications:
Bachelor's degree in finance, accounting and/or economics
Academic success - minimum 3.5 GPA
Proficient in Microsoft Excel, Word and PowerPoint
Excellent written and oral communication skills
High degree of professionalism, integrity, flexibility
Exceptional analytical skills
Ability to work well in a team environment
Preferred Qualifications:
Relevant work experience including accounting, finance, economics, valuation methodologies, and/or financial modeling preferred
Physical and Mental Job Qualifications
Must be willing to work in person in our Houston, TX office
#LI-PF1
Additional Information
Some of the Benefits We Have Include
J.S. Held understands all our employees are people and sometimes life needs flexibility. We work to always provide an environment that best supports and suits our team's needs.
Our flexible work environment allows employees to work remotely, when needed
Generous PTO Policy
Medical, Dental, and Vision Insurance
401k Match
A reasonable estimate of the salary range for this role is $70,000 - $85,000. Any offered salary range is based on a wide array of factors including but not limited to skillset, experience, training, location, scope of role, management responsibility, etc.
Other Duties
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.
By submitting your application, you acknowledge that you have read the
J.S. Held Online Privacy Notice
and hereby freely and unambiguously give informed consent to the collection, processing, use, and storage of your personal information as required and described therein. California residents can click
here
to learn more about the personal information we collect and
here
to learn about additional privacy rights that may be available.
Please explore what we're all about at
***************
EEO and Job Accommodations
We embrace diversity and our commitment to building a team and environment that fosters professional and personal enrichment is unwavering. We are greater when we are equal!
J.S. Held is an equal opportunity employer that is committed to hiring a diverse workforce. All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected Veteran status, age, or any other characteristic protected by law.
If you are an individual with a disability and would like to request for a reasonable accommodation, please email
[email protected]
and include “Applicant Accommodation” within the subject line with your request and contact information.
All your information will be kept confidential according to EEO guidelines.
Investment Banking Intern
Remote finance advising internship job
Job Description
Investment Banking Internship
We're looking for a driven undergraduate student, recent graduate, or career switcher with a genuine interest in investment banking. This internship provides practical exposure to market research, financial modeling, valuation methods, and deal execution.
This role is perfect for aspiring finance professionals-whether you're a student, a recent grad, or transitioning from another field-who are eager to gain real-world experience. A solid enthusiasm for financial markets and corporate finance is key.
Key Responsibilities:
Conduct industry and market research; build and maintain DCF valuation models.
Deliver detailed company valuations and financial performance analyses.
Calculate essential financial ratios; support annual budgeting and forecasting efforts.
Create financial statements and contribute to the preparation of M&A materials.
Develop underwriting frameworks to evaluate asset risks and market shifts.
Analyze business data to uncover patterns, insights, and opportunities.
Present financial insights and discrepancies clearly and effectively.
Qualifications:
Open to students, graduates, and career changers exploring finance.
International or cross-cultural experience is an asset.
Skilled in Microsoft Excel, PowerPoint, and Word.
Strong analytical thinking and quantitative reasoning.
Clear communicator with strong presentation skills.
What You'll Gain:
Remote work flexibility.
Personalized mentorship from seasoned professionals.
Early, practical exposure to the investment banking lifecycle.
Competitive compensation available for candidates with relevant experience.
Compensation:
Up to £7,000 / €8,000 / $8,200, based on experience and internship type.
Investment Banking Analyst - FULL TIME Off Cycle Internship
Remote finance advising internship job
Controlled by Davide Nappo delli Paoli, Founding Managing Partner & Global Head for North America & EMEA, Accurent is a global investment banking, real estate, financial services conglomerate and venture capital firm headquartered in New York City and London.
ONLY official links:
Accurent.org
***********************************************
Job Description
Controlled by Davide Nappo delli Paoli, Founding Managing Partner & Global Head for North America & EMEA, Accurent is a global investment banking, real estate, financial services conglomerate and venture capital firm headquartered in New York City and London.
ONLY official links:
Accurent.org
***********************************************
As an Intern with Accurent, you will gain valuable experience in the following areas:
Financial Analysis - Responsibilities will include review of client and prospective client financial statements and analysis of various metrics to determine financial health and an appropriate scope of work plan. You will assist with financial modeling and learn valuation techniques, including (1) discounted cash flow analysis, (2) comparable company analysis, and (3) precedent transaction analysis where appropriate.
Investor Offering Materials - Responsibilities will include assisting with the creation of pitchbooks and investor offering materials utilized by the firm for clients seeking to raise equity and debt financing.
Sector and Industry Research - Responsibilities will include review of sector and industry trends to assist with current client assignments and evaluate the most attractive prospects for new client outreach.
Prospecting & Sales Outreach - Responsibilities will include research of target distribution lists, integration of prospects into the firm's CRM, and crafting outreach communications to initiate introductory dialogue with prospective new clients.
Investor Outreach - Responsibilities will include networking with private equity, venture capital, strategic, and corporate investors to help identify the most attractive sources of capital for various client engagements.
Miscellaneous Support and Administrative Responsibilities
The Accurent Investment Banking Internship is a remote position and most required assignments are completed virtually. We do not require physical attendance at an office location. The internship is a non-paid FULL TIME 8:30AM-COB Mon-Fri position. Therefore, only year-off students and graduates qualify, though exceptions exist - eg Summer Intern cycle. The internship will last 4 months AT A MINIMUM, BUT high-performing interns are expected to stay longer. Accurent will work with colleges and universities to satisfy internship requirements for academic credit where necessary. To qualify as a full-time intern and use Accurent as a reference on your resume, LinkedIn and track record, interns must comply with the requirements. Interns may become eligible for advancement within the firm dependent on performance and current corporate needs and be on track for the interview process for full-time paid analyst and associate positions.
Qualifications
Completed or pursuing a bachelor's degree at a leading higher education institution
Solid Excel, accounting and corporate finance knowledge
Loyalty toward the firm
Commitment to fulfill all tasks given beyond expectations
Unrivaled work ethic
A willingness to work independently
An insatiable appetite to learn about investment banking
Additional Information
All your information will be kept confidential according to EEO guidelines.
2026 Chase Leadership Development Program - Summer Analyst Opportunity (OH, DE, TX)
Finance advising internship job in Columbus, OH
Talent is the currency of our business. Our commitment to providing best-in-class industry solutions is enabled by individuals like you. We offer a framework for career growth through unmatched training and exciting experiences and access across our businesses. Our collaborative culture is designed to support YOUR success - wherever it takes you.
As a Summer Analyst in the Chase Leadership Development Program (CLDP), you will participate in a vigorous 9-week introduction to our Full-time Program. The summer is centered on providing you a comprehensive look at Chase, with our Summer Analysts focused on matters that are value-add to our business and have a real-life impact on our customers. Both our Summer and Full-time Programs are designed to deepen your knowledge of Chase through exposure to our business units: Auto, Business Banking, Card Services, Connected Commerce, Consumer Banking, Data & Analytics, Digital Product & Experience, Finance, Home Lending. J.P. Morgan Wealth Management, Marketing & Communications, Control, Operations, Risk Management, & Strategy. CLDP Summer Analysts are placed in a role focused on one of our four program disciplines: Data & Analytics, Product, Project/Program Management, and Strategy & Strategic Initiatives.
As a CLDP Summer Analyst at JPMorgan Chase, you will have access to training opportunities structured to enhance your business acumen while further developing your professional and technical skills. You will be provided with a strong support network consisting of a dedicated program manager, mentors, and senior leaders who are invested in your success during your internship. Frequent manager feedback, coaching, and peer mentoring sessions aimed at celebrating your personal brand will allow you to build your network in an effective manner. Successful completion of CLDP Summer Analyst Program may result in an offer of employment into our CLDP Full-time (2-year rotational) program.
CLDP Summer Analyst projects may include:
Job responsibilities:
Utilizing data analytics to measure operational effectiveness, support risk/reward related business decisions, as well as assess and forecast profit
Driving product development through the lifecycle - testing, iterating, measuring, and marketing new and developing features
Overseeing project management efforts for high visibility of our brands, inclusive of marketing & media initiatives
Evaluating and quantifying business strategies in line with regulatory controls
Developing innovative solutions to key business cases by collaborating as needed across business, product areas, and functions (ex: Engineering, Brand, Legal, Compliance, Finance, UX Design, etc.)
Required qualifications, capabilities, and skills:
Pursuing a B.A., B.S., or 5
th
year M.A. or M.S. degree with expected graduation of December 2026 through June 2027
Proficient in Microsoft Excel and Word
Exceptional analytical, interpersonal and communication skills
Excellent project management, problem solving, and collaboration skills
Proactive, responsive team players who can thrive in a dynamic and changing collaborative environment
Ability to demonstrate intellectual curiosity and a willingness to learn
An interest in supporting innovative financial products and services of the future
Preferred qualifications, capabilities, and skills:
Minimum GPA of 3.2 out of 4.0
Coursework in Actuarial Science, Economics, Engineering, Finance, Mathematics, Operations Research, Statistics, Analytics, Information Systems, or Emerging Technology in Business a plus
To be eligible for this program, you must be authorized to work in the U.S. We do not offer any type of employment-based immigration sponsorship for this program. Likewise, JPMorgan Chase & Co., will not provide any assistance or sign any documentation in support of any other form of immigration sponsorship or benefit including optional practical training (OPT) or curricular practical training (CPT).
What's Next?
To be considered for the Chase Leadership Development Program, you must submit a complete and thoughtful application, which includes your resume, and location preference.
Your application and resume are a way for us to initially get to know you. It's important to complete all relevant application questions, so we have as much information about you as possible. We will review your application to determine whether you meet the require criteria.
If you meet the minimum criteria for the application, you will receive an email invitation to complete a video interview, powered by HireVue.
This is your opportunity to further bring your resume to life and showcase your experience for our recruiting team and hiring managers.
HireVue is required, and your application will not be considered for further review until you have completed this step.
Applications will be reviewed on a rolling basis; we strongly encourage you to complete your HireVue video(s) within three days of receiving
We strongly encourage that you apply and complete these required elements as soon as possible, since programs will close as positions are filled.
JPMorgan Chase is committed to creating an inclusive work environment that respects all people for their unique skills, backgrounds and professional experiences. We will provide reasonable accommodations for applicants with disabilities.
Visit jpmorganchase.com/careers for upcoming events, career advice, our locations and more.
© 2025 JPMorgan Chase. All rights reserved. JPMorgan Chase is an Equal Opportunity Employer, including Disability/Veterans.
Auto-ApplySummer Analyst 2026
Finance advising internship job in Columbus, OH
Summer Analyst The Summer Analyst will perform various financial analyses to support Rockbridge's team. In a hands-on, collaborative environment, the Summer Analyst must be a motivated self-starter and team player who enjoys contributing to an organization. Strong analytical skills, a passion for learning, and a drive for exceptional results are essential qualities. The Summer Analyst should be a problem-solver who enjoys challenges and varied responsibilities at a fast-growing and dynamic organization, with a proven track record of high achievement.
Key Responsibilities:
Assist in the review of potential transactions and perform financial analysis related to hotel operations, risk management, economic returns, and exit strategy for Rockbridge's investments.
Understand and analyze competitive hotel markets, particularly with respect to how Rockbridge's investments may be influenced by distinct market dynamics.
Work closely with the more senior Rockbridge team members to conduct due diligence and property inspections related to Rockbridge investments.
Organize, analyze, and assimilate due diligence information to be presented to the Rockbridge Investment Committee; prepare investment committee packages.
Support and collaborate with Rockbridge's Investment, Capital Markets, Development, Portfolio Management, and Hospitality teams.
Perform various monthly reviews of P&L and balance sheet, revenue management / group booking review, and STAR reports.
Review and understand various legal document provisions to ensure loan covenant compliance.
Monitor and process funding requests related to capital expenditures, renovation and construction projects, and coordinate with senior lenders and third-party monitoring firms.
Candidate Qualifications:
Rising junior, senior, or masters candidate
Entrepreneurial individual with a high level of intellectual capacity, curiosity, and integrity
Ability to excel in a fast-paced collaborative environment
Excellent interpersonal, organizational, and communication skills
Strong analytical ability
Attention to detail
Flexible and adept at multi-tasking in a deadline-sensitive environment
Highly motivated for success
Strong computer skills, particularly Microsoft Excel, Word, and PowerPoint
Good working knowledge of various financial statements
Industry experience in finance, real estate, hospitality, private equity, accounting, and / or capital markets considered beneficial but not essential
Corporate Development Summer Analyst
Remote finance advising internship job
JR102265 - Corporate Development (M&A) Summer Analyst
Vertex Inc, a leader in Tax Technology and global SaaS organization is hiring 2025 Summer Interns for various departments within our Office of Strategy!
As an intern on the Corporate Development Team, you'll work with a small team and interface with business leaders across the Company to understand the innerworkings of the M&A process and accomplish the following:
Develop and maintain a working knowledge of relevant industry sectors, including indirect tax and specialty content, e-invoicing, customs and duties, and enabling technologies including monitoring and analyzing relevant transactions that occur in the marketplace.
Research and analyze industry trends, adjacent markets, and competitive landscapes to evaluate potential growth areas and strategic opportunities.
Conduct in-depth financial analysis, including business valuation, pro forma financial modeling, and scenario analysis to evaluate potential M&A, divestitures, and investment opportunities.
Prepare and present reports, analyses, and recommendations to leadership.
Assist in the execution of deals, including project management, preparing presentations, financial analyses, and business cases for current and potential transactions.
Support the integration process after successful acquisitions, working to align acquired businesses with the company's overall strategy and operations.
Collaborate with operational teams to ensure a seamless transition and realization of anticipated synergies.
Additionally, you'll participate as part of the 2026 Internship Program including Intern New Hire Orientation, speaker series, career planning sessions, team projects, and other events throughout the 12 weeks you're with us.
Internship Dates: May 26, 2026 - August 14, 2026 OR June 8, 2026 - August 28, 2026
Requirements and Characteristics:
Enrolled in a bachelor's or master's degree program through an Accredited University studying Business, Finance, Accounting, or related majors.
Show a demonstrated interest in one or more of the following areas: Corporate Development, Financial Analysis, New Ventures, and M&A.
Must be located on the East Coast, and preferably within commuting distance to our King of Prussia, PA headquarters for occasional onsite team collaboration.
Other Qualifications
The Winning Way behaviors that all Vertex employees need in order to meet the expectations of each other, our customers, and our partners.
Communicate with Clarity - Be clear, concise and actionable. Be relentlessly constructive. Seek and provide meaningful feedback.
Act with Urgency - Adopt an agile mentality - frequent iterations, improved speed, resilience. 80/20 rule - better is the enemy of done. Don't spend hours when minutes are enough.
Work with Purpose - Exhibit a “We Can” mindset. Results outweigh effort. Everyone understands how their role contributes. Set aside personal objectives for team results.
Drive to Decision - Cut the swirl with defined deadlines and decision points. Be clear on individual accountability and decision authority. Guided by a commitment to and accountability for customer outcomes.
Own the Outcome - Defined milestones, commitments and intended results. Assess your work in context, if you're unsure, ask. Demonstrate unwavering support for decisions.
COMMENTS:
The above statements are intended to describe the general nature and level of work being performed by individuals in this position. Other functions may be assigned, and management retains the right to add or change the duties at any time.
Pay Transparency Statement:
US Base Salary Range: $22.00 - $24.00
Base pay offered to new hires may vary based upon factors including relevant industry and job-related skills and experience, geographic location, and business needs.* The range displayed does not encompass the full potential of the role, which allows for further growth and career progression.
In addition, as a part of our total compensation package, this role may be eligible for the Vertex Bonus Plan (VOB), a role-specific sales commission/bonus, and/or equity grants.
Learn more about Life at Vertex and connect with your recruiter for more details regarding Vertex's compensation and benefit programs.
*In no case will your pay fall below applicable local minimum wage requirements
.
Auto-ApplyGlobal Category Management & Procurement Analytics Intern
Finance advising internship job in Columbus, OH
We are seeking a motivated, detail-oriented intern to support global category management and procurement analytics initiatives. This role offers hands-on experience in a multinational procurement environment, focusing on data clean-up and validation, standardized processes for new part introductions (NPI), and the development of Key Performance Indicators (KPIs) to measure procurement performance across factories. The intern will collaborate with global category owners, regional procurement leaders, and IT teams to enhance data quality, streamline workflows, and support analytics and reporting.
**Key Responsibilities**
+ Analyze, clean, and validate category and procurement data to ensure accuracy and consistency across global systems.
+ Design and implement standardized workflows for NPI and part maintenance, focusing on part categorization.
+ Define and document required data fields for category and subcategory assignments in new part introductions.
+ Develop clear KPI definitions, calculation methods, targets, and data governance standards for procurement metrics (e.g., on-time delivery, cost variance, quality, supplier lead time).
+ Create and maintain data templates, validation rules, and supporting documentation (SOPs, training materials) for consistent data input and reporting.
+ Gather and distribute global Purchase Price Variance (PPV) and other procurement performance reports to stakeholders.
+ Support pilot implementations of new standards and capture feedback for continuous improvement.
+ Collaborate cross-functionally with IT, procurement, and category management teams to align standards and improve processes.
+ Present findings, recommendations, and pilot outcomes to stakeholders.
**Key Projects**
+ Assign attributes to key purchased parts across the organization.
+ Develop and maintain dashboards for PPV, VAVE, and spend reporting.
+ Lead the design and implementation of standardized workflows for NPI and part maintenance, with emphasis on category and subcategory data fields.
+ Create and maintain data templates, validation rules, and documentation (SOPs, training materials) to support consistent data input and reporting.
+ Develop clear KPI definitions, calculation methods, targets, and data governance standards for key procurement metrics such as on-time delivery and quality.
**Qualifications**
+ Currently enrolled in a Bachelor's or Master's program in Business, Supply Chain Management, Data Analytics, Industrial Engineering, or a related field.
+ Strong analytical skills with excellent attention to detail and commitment to data accuracy.
+ Proficiency in Microsoft Excel; familiarity with Power BI, Tableau, SQL, Python, or ERP/MRP systems is a plus.
+ Effective written and verbal communication skills; comfortable presenting to stakeholders.
+ Ability to work independently and collaboratively within a global team environment.
+ Interest or prior coursework/experience in procurement, category management, data modeling, or process improvement is desirable.
**What You'll Take Away From This Experience**
+ Practical exposure to global procurement operations and category management analytics.
+ How to create and implement taxonomy, master data standards, and KPI governance frameworks.
+ Data analysis, reporting, and process standardization in a multinational context.
+ Cross-functional collaboration and stakeholder engagement.
+ Change management and pilot implementation of process improvements.
+ Hands-on experience with global procurement data and analytics.
+ Professional development and mentorship opportunities.
+ Exposure to cross-regional teams and multinational corporate culture.
+ Dynamic and inclusive work environment that values diverse perspectives.
**_**Intern candidates must be eligible to work within the U.S. currently and in the future._**
The base compensation range for this position is $20.45 to $$25.10 per hour. Your actual base salary will be determined based upon numerous factors which may include relevant experience, skills, location (labor market data), credentials (education, certifications), and internal equity.
Vontier partners with you and your family on your health and wellness journey. Visit VontierBenefits.com to view our benefits. We offer a premium suite of health and wellness programs for you and your family, including medical, dental, vision, disability and life insurance. With programs for family planning from Maven Clinic to managing diabetes like Livongo, coverage for women's health, support for adult and elder care, paid parental leave, a generous 401(k) plan with matching company contributions, and more. Vontier is here for all stages of life. We also offer paid time off up to 15 days each year, 12 paid holidays (including 2 floating holidays), and paid sick leave.*
Disclaimer: The salary, other compensation, and benefits information is accurate as of the date of this posting. Sick leave amount may vary based on state or local laws applicable to the applicant's geographic location. The Company reserves the right to modify this information at any time, subject to applicable law.
\#LI-KS1
\#LI-Remote
**WHO IS GILBARCO VEEDER-ROOT**
Gilbarco Veeder-Root, a Vontier company, is the worldwide technology leader for retail and commercial fueling operations, offering the broadest range of integrated solutions from the forecourt to the convenience store and head office. For over 150 years, Gilbarco has earned the trust of its customers by providing long-term partnership, uncompromising support, and proven reliability. Major product lines include fuel dispensers, tank gauges and fleet management systems.
**WHO IS VONTIER**
Vontier (NYSE: VNT) is a global industrial technology company uniting productivity, automation and multi-energy technologies to meet the needs of a rapidly evolving, more connected mobility ecosystem. Leveraging leading market positions, decades of domain expertise and unparalleled portfolio breadth, Vontier enables the way the world moves - delivering smart, safe and sustainable solutions to our customers and the planet. Vontier has a culture of continuous improvement and innovation built upon the foundation of the Vontier Business System and embraced by colleagues worldwide. Additional information about Vontier is available on the Company's website at *************** .
**At Vontier, we empower you to steer your career in the direction of success with a dynamic, innovative, and inclusive environment.**
Our commitment to personal growth, work-life balance, and collaboration fuels a culture where your contributions drive meaningful change. We provide the roadmap for continuous learning, allowing creativity to flourish and ideas to accelerate into impactful solutions that contribute to a sustainable future.
Join our community of passionate people who work together to navigate challenges and seize opportunities. At Vontier, you are not on this journey alone-we are dedicated to equipping you with the tools and support needed to fuel your innovation, lead with impact, and thrive both personally and professionally.
**Together, let's enable the way the world moves!**
"Vontier companies are equal employment employers and evaluate qualified applicants without regard to race, color, national origin, religion, ancestry, sex (including pregnancy, childbirth and related medical conditions), age, marital status, sexual orientation, gender identity or expression, and other characteristics protected by law."
Summer 2026 Finance & Accounting Internship with Victoria's Secret & Co.
Finance advising internship job in Reynoldsburg, OH
Your Role Victoria's Secret & Co. is looking for interns to join their various Finance & Accounting teams for Summer 2026! Finance interns will have the opportunity to work alongside and learn from professionals that will provide hands-on training, as well as complete recurring and ad-hoc projects specific to the area in which each candidate is placed. Over the 12-week internship, interns will develop relationships with each other and key leaders within the enterprise through training, community service, and other associate-only experiences.
Why You Belong Here
At Victoria's Secret & Co, you'll join a world-leading specialty retail brand recognized globally for innovation and excellence in lingerie and fashion. You'll work alongside industry leaders to set the standard for what a retail brand can achieve, placing customers at the center of everything we do to create products and experiences that bring them joy.
We believe everyone deserves a place where they truly belong. We celebrate individuality and know that your passion, experience, and unique perspective strengthen our team and business. Here, you'll be empowered to perform, grow, and engage through unmatched opportunities to develop your skills, gain real-world experience, and learn from the best in the business.
Your Impact
Day to day includes but not limited to:
* Assist in preparation of standard business reporting and month-end close activities
* Perform business and profitability analyses
* Communicate research findings in a professional, clear, concise, and technical manner
* Aid with departmental administrative needs
* Complete special projects as directed
Minimum Salary: $23.00
VS&Co provides a range of compensation for this role as shown. Your actual salary will be determined by a number of factors, including: your specific skills and experience, geographic region, or other relevant factors.
Qualifications
Your Experience
* Working towards an undergraduate degree or equivalent
* Must be able to work 40 hours per week during the summer of 2026
* Experience with Microsoft Office Suite (Excel, PowerPoint, and Outlook)
* Demonstrate a strong desire to learn and possesses innate ability to be curious
* Excellent verbal and written communication skills
* General curiosity around retail and fashion industry
We will consider for employment all qualified applicants, including those with arrest records, conviction records, or other criminal histories, in a manner consistent with the requirements of any applicable state and local laws. Please see links: California Fair Chance Act, Los Angeles Fair Chance Initiative for Hiring Ordinance, Philadelphia Fair Chance Law, San Francisco Fair Chance Ordinance, Los Angeles County Fair Chance Ordinance
An equal opportunity employer, we do not discriminate in hiring or terms and conditions of employment because of an individual's race, color, religion, gender, gender identity, national origin, citizenship, age, disability, sexual orientation, marital status or any other protected category recognized by state, federal or local laws. We only hire individuals authorized for employment in the United States.
2026 Financial Advisor Development Program (FADP) - Track - Summer Analyst (Fellowship Conversion)
Finance advising internship job in Westerville, OH
JobID: 210680025 JobSchedule: Full time JobShift: : JPMorganChase Fellowship Program, offers a five-week paid, full-time summer fellowship held in select JPMorganChase offices. The JPMorganChase Fellowship Program is designed to attract undergraduate sophomores who are interested in early exposure to financial services careers and committed to the advancement of individuals from underrepresented groups in this industry. The JPMorganChase Fellowship Program is seeking sophomore students, including, without limitation, Black, Hispanic and Latino students, who are interested in exploring career opportunities at JPMorganChase. We are looking for dynamic individuals from diverse backgrounds and perspectives to help us grow and position our businesses for the future. All sophomore students who are interested in the Fellowship Program, regardless of background, are welcome to apply.
As a Summer Fellow in our JPMorganChase Fellowship program, you will be provided with an introduction to financial services and the firm. You will be exposed to our senior leaders and gain insight into how your diverse backgrounds and perspectives as financial services professionals might positively impact the future of people's lives, the firm and our industry.
This opportunity will expose students to careers in financial services and include hands-on experience and a project-based curriculum, designed to help build a pathway to future employment opportunities. The JPMorganChase Fellowship Program is committed to providing early exposure and professional development opportunities to participants. Upon successful completion of the Fellowship Program, you will be considered for a 2027 Summer Internship offer. Successful completion of the internship is a significant step towards securing full-time employment with the firm.
The JPMorganChase Fellowship Program will consist of one-week of training and orientation onsite at one of our firm's locations. During this time, fellows will participate in orientation to our firm, our businesses, and gain the technical and practical knowledge needed to be successful during the program. After the induction, fellows will report to the designated location for their specific line of business track.
Job responsibilities
* Proactively engage in learning opportunities to gain a comprehensive understanding of the firm's businesses, clients and customers.
* Actively pursue opportunities to enhance your professional development skills, including attending training sessions, and engaging with mentors.
* Prepare and present a curriculum-based project to an audience of senior stakeholders.
Required qualifications, capabilities, and skills
* Sophomore standing (expected graduation date of December 2027 through Summer 2028)
* Attends college/university in the U.S. (all majors considered) in good standing
* Demonstrates a significant commitment to diversity, opportunity and inclusion through, for example, campus activities community service work, and/or related leadership activity
* Possess a strong interest in developing professional skills for future opportunities in financial services
Preferred qualifications, capabilities, and skills
* Preferred minimum cumulative GPA of at least 3.2 on a 4.0 scale
To be eligible for this program, you must be authorized to work in the U.S.. We do not offer any type of employment-based immigration sponsorship for this program. Likewise, JPMorgan Chase, will not provide any assistance or sign any documentation in support of any other form of immigration sponsorship or benefit including optional practical training (OPT) or curricular practical training (CPT.)
Locations fellows may join:
Tempe, AZ
Westerville, OH
About Our Track
Line of Business: Consumer & Community Banking (CCB)
Track: Financial Advisor Development Program Track (FADP)
The mission of the Financial Advisor Development Program Track (FADP) Program is to cultivate an inclusive community of Investment Professionals who are committed to the highest standards of excellence in client service. As a Fellow you will have the opportunity to enhance your investment, business knowledge, and professional skills. Our curriculum will provide a deep understanding of Service & Administration and National Branch, with exposure to other areas of J.P. Morgan Wealth Management. You will have access to professional and leadership training, along with networking opportunities, a developmental coach, and a financial advisor mentor.
In this program track, you will:
* Explore the Financial Advisor Role: Gain a comprehensive understanding of the responsibilities and impact of a Financial Advisor, focusing on client relationship management and strategic financial planning.
* Enhance Investment Knowledge: Deepen your expertise in investment strategies and market analysis, equipping you with the skills needed to provide informed advice.
* Service & Administration Mastery: Develop an understanding of service operations and administrative functions essential to supporting client needs effectively.
* Engage with National Branch: Learn about our remote advice channel, which delivers comprehensive financial planning and advice through video meetings, expanding your ability to connect with clients virtually.
This track is designed to expose you to a career as a Financial Advisor, emphasizing professional growth and client-focused excellence.
Recommended Course and/or Projects:
* Extracurricular engagement with investment or finance clubs
* Demonstrated interest in pursuing financial planning credentials
* Example projects: Client Proposal and Financial Presentation
What's next?
Help us learn about you by submitting a complete and thoughtful application, which includes your resume. Your application and resume are ways for us to initially get to know you, so it's important to complete all application questions so we have as much information about you as possible.
After you confirm your application, we will review it to determine whether you meet required qualifications.
If you are advanced to the next step of the process, you will receive an email invitation to complete a video interview, powered by HireVue. This is your opportunity to further bring your resume to life and showcase your experience for our recruiting team and hiring managers.
The HireVue is required, and your application will not be considered for further review until you have completed your HireVue video interview. We strongly encourage that you apply and complete these required elements as soon as possible, since programs will close as positions are filled.
Applications will be reviewed on a rolling basis. We strongly encourage you to submit your application as early as possible as programs will close once positions are filled.
JPMorgan Chase is committed to creating an inclusive work environment that respects all people for their unique skills, backgrounds and professional experiences. We will provide reasonable accommodations for applicants with disabilities.
Visit jpmorganchase.com/careers for upcoming events, career advice, our locations and more.
Auto-ApplyFinance Intern
Finance advising internship job in Columbus, OH
Finance Intern (Summer 2026) Reports To: Finance The Finance Intern will support the Finance teams with day-to-day operations, analysis, and reporting activities. This internship provides exposure to corporate finance functions, including budgeting, forecasting, financial reporting, and process improvement initiatives.
Key Responsibilities:
* Turn numbers into insights through analytics and financial modeling
* Assist with monthly reporting, budgeting, and variance analysis
* Gather and validate data for financial models and business reports
* Partner with cross-functional teams to streamline financial processes
* Take part in real projects that impact business decisions
* Jump in on ad hoc projects and see how finance connects to every area of the company
Qualifications:
* Currently pursuing a bachelor's degree in Finance, Accounting, Business, or a related field
* Strong analytical and problem-solving skills (you enjoy finding the "why" behind the numbers)
* Proficiency in Microsoft Excel and familiarity with financial systems
* Organized, detail-oriented, and eager to learn
* Excellent communication skills and a collaborative mindset
What You Will Gain
* Real-world finance experience that strengthens your resume
* Opportunities to apply what you've learned in class to real business challenges
* Mentorship and guidance from experienced finance professionals
* Exposure to key business functions beyond finance
* A fun, supportive, and team-oriented environment that values your growth.
* An inside look at how a growing company makes financial decisions.
Finance Summer Internship
Finance advising internship job in Columbus, OH
About PHOENIX
The PHOENIX Internship Program is a 10-week, paid program that offers rising Junior and Senior undergraduates and graduate students the opportunity to work with and learn from experienced professionals while gaining exposure to a multi-brand retail company. The internship program provides hands-on experience in an area of interest and cross-functional collaboration while developing valuable professional skills.
PHOENIX Retail, LLC is a Direct-to-Consumer platform operating EXPRESS and BONOBOS in the United States. Grounded in a belief that style, quality and value should all be found in one place, ExpressBonobos is a menswear brand known for being pioneers of exceptional fit and a personalized, innovative retail model. Customers can experience our brands in over 400 Express retail and Express Factory Outlet stores, 50 Bonobos Guideshops, and online at *************** and ****************
Spend your summer in style.
The Summer 2026 Internship Program takes place from June 1st to August 7th. This internship is located at our Headquarters in Columbus, Ohio.
What can you expect from the PHOENIX Internship Program?
Workshops to develop professional skills
Networking sessions with leaders
Cross-functional intern collaboration on group project
Group outings, social events and volunteer opportunities
Location Name Columbus Corporate Headquarters Responsibilities
What will you be working on this Summer?
Work alongside Finance professionals and cross-functional partners
Update and maintain weekly/monthly finance leadership and executive-level reporting
Analyze business trends (sales, margin, and/or expenses) to assist Finance decision-making
Present end-of-summer internship recap to senior finance leadership
Here's what our 2025 Finance intern, Nidhi, had to say about her summer,
“I worked on financial forecasting, reporting, and project-based tasks. It was valuable to learn technical skills and see how decisions are made day to day.”
Curious what life as a PHOENIX intern looks like? Get a glimpse into a day in the life of previous intern Ellie.
Requirements
Available to:
Work full-time (40 hours per week)
Adhere to our four-days-in-office approach
Commit to the entire 10 weeks of the program
Availability to work full time (40 hours per week) and adhere to our four-days-in-office approach
Preferred GPA at or above 3.2
Want to learn more? View our program guide and search #PHOENIXInterns on LinkedIn to see what last summer's internship experience looked like.
Closing
An equal opportunity employer, PHOENIX does not discriminate in recruiting, hiring or any other terms and conditions of employment hiring on the basis of any federal, state, or locally protected characteristic. PHOENIX only hires individuals authorized for employment in the United States. PHOENIX is committed to providing reasonable accommodation to individuals with disabilities. If you need an accommodation to search and apply for a job position due to a disability, please call ************** and say 'Associate Relations' or send an e-mail to ****************************** and let us know the nature of your request and your contact information.
Notification to Agencies: Please note that PHOENIX does not accept unsolicited resumes or calls from third-party recruiters or employment agencies. In the absence of a signed Master Service Agreement and approval from HR to submit resumes for a specific requisition, PHOENIX will not consider or approve payment to any third-parties for hires made.
Auto-ApplyVirtual Financial Advisor Insurance Agent
Remote finance advising internship job
Yellowstone Life Insurance Agency, LLC, an Integrity Company, is currently seeking a Virtual Financial Advisor to join our team. As a Virtual Financial Advisor, you will provide personalized financial advice and solutions to clients to help them reach their financial goals. This is a remote position, allowing you to work from the comfort of your own home.
In this role, you will be responsible for building and maintaining relationships with clients, assessing their financial needs, and recommending appropriate investment and insurance products. You will guide clients through the financial planning process, helping them make informed decisions about their investments, retirement planning, and insurance coverage.
As a Virtual Financial Advisor, you will have access to our comprehensive suite of financial products and resources to assist you in providing top-notch service to your clients. You will collaborate with a team of experienced professionals to ensure that clients receive the best financial advice and solutions.
This is a great opportunity for a motivated self-starter with excellent communication skills and a passion for helping others achieve their financial goals. If you are someone who thrives in a remote work environment and enjoys working independently, this could be the perfect opportunity for you!
Responsibilities:
Build and maintain relationships with clients, acting as their primary point of contact for all financial matters.
Assess clients' financial needs and goals through thorough analysis and consultation.
Recommend suitable investment and insurance products based on clients' risk tolerance, time horizon, and financial objectives.
Create and present customized financial plans to clients, outlining their current financial situation and proposing strategies to help them achieve their goals.
Monitor clients' investment portfolios and make recommendations for adjustments as needed based on market conditions and clients' changing circumstances.
Stay up-to-date with industry trends and regulatory changes to ensure compliance with all relevant regulations and guidelines.
Requirements
A minimum of 2 years of experience in financial planning or a related field.
Strong knowledge of investment products, retirement planning strategies, and insurance solutions.
Excellent interpersonal and communication skills, with the ability to build rapport with clients and explain complex financial concepts in a clear and concise manner.
Ability to work independently and remotely, with a high level of initiative and self-motivation.
Series 7 and Series 65 or 66 licenses required.
Bachelor's degree in finance, economics, or a related field preferred.
Benefits
Freedom & ability to work virtually
Auto-ApplyAcademic and Finance Advisor I (Jan Start)
Remote finance advising internship job
Compensation Range:
Annual Salary: $20.00 - $21.63
If you love helping others, thrive in a collaborative, fast-paced environment, and find joy in making a real impact, this is the role for you!
Our Academic and Finance Advisor role is a full-time work-from-home opportunity. Apply today!
As an Academic and Finance Advisor at National University, you'll be a trusted partner and go-to resource for students throughout their academic journey, providing academic and financial assistance. You'll spend your day connecting with students through calls, emails, texts, and chats, answering questions, celebrating wins, and helping them overcome challenges that may impact their progress toward graduation. AFAs are problem solvers, motivators, and trusted partners who make sure every student feels supported on their journey to graduation.
Essential Functions:
Manage assigned student load and complete daily tasks as directed by leadership through the Roadrunner System, Student Portfolio Report, or other tools.
Proactively identify and support at-risk students, providing early resolutions and connecting them to resources for success.
Monitor student degree plans, course schedules, and academic progress to ensure compliance with University policies and Satisfactory Academic Progress (SAP) standards.
Advise students on financial aid requirements, university policies, and changes to their course of study.
Track student balances, recommend lockouts or dismissals when necessary, and assist with collection efforts to maintain reasonable receivables.
Maintain professionalism while supporting escalated students and delivering University communications.
Participate in team meetings, trainings, and departmental or special projects, contributing to a positive and collaborative work environment.
Maintain regular and reliable attendance, and perform other duties as assigned.
Requirements:
Education & Experience:
Bachelor's degree preferred.
Minimum of one (1) year of experience in advising, customer service or related is required.
Experience in student services or training and development in a collegial setting preferred.
Experience working in a fast-paced customer or student-centric position preferred.
Experience in higher education and technology-driven enterprise preferred.
All skills, abilities, and education will be considered for minimum qualifications.
Competencies/Technical/Functional Skills:
Knowledge of academic and business practices in an online university environment.
Knowledge of University policies, procedures, and updates.
Strong customer service focus with the ability to manage conflict, de-escalate concerns, and communicate professionally across all channels with students.
Solution-oriented approach when supporting students, colleagues, faculty, and staff while following University and federal guidelines.
Understanding of financial aid programs, the FDCP Act, and standard payment practices.
Highly organized, detail-oriented, and able to manage multiple priorities in a fast-paced setting.
Maintains confidentiality and integrity in all interactions and documentation.
Skilled in written communication, report preparation, and the use of technology for online engagement.
Collaborative team player who contributes to a positive and productive work environment.
Knowledge of and alignment with the University's mission, vision, and goals.
Proficient in Microsoft Office.
Must be eligible to receive access to the National Student Loan Data System (NSLDS
What We Offer
In addition to competitive compensation and a comprehensive benefits package - including medical, dental, vision, 403b with match, paid holidays, and PTO - National University supports the professional growth of our team members through free education benefits and other growth opportunities.
Location: Remote, USA
#LI-Remote
Candidate receiving offers will be offered a salary/pay rate commensurate with experience that vary based on a candidate's qualifications, skills, and competencies. Absent exceptional circumstances, candidates will be offered a salary within this range for this position. The minimum salary will be offered based on the minimum exemption threshold based on state of residency. Base pay is one component of National University's total rewards package, as we are dedicated to supporting the needs of the “whole you” with our holistic approach to employee benefits by offering comprehensive well-being benefits for you and your family. For full details about our benefit plan offerings, please visit benefits.nu.edu. For Part-time benefits, please click here.
National University is committed to maintaining a high-quality workforce representative of the populations we serve. National University employs more than 4,500 faculty and staff and serves over 45,000 students. We are united in our mission to meet the global education demands of the 21st Century and are dedicated to creating a supportive academic and work environment that allows students, faculty and staff to develop their interests and talents while experiencing a sense of community. With programs available both online and at our many campus locations, National University is a leader in creating innovative solutions to education and meeting the needs of our student population, including adult learners and working professionals.
National University (NU) is proud to be an equal opportunity employer and does not discriminate against any employee or applicant per applicable federal, state and local laws. At NU, a mix of highly talented, innovative and creative people come together to make the impact of a lifetime for each of our student learners. All qualified applicants will receive equal consideration for employment, education, and admission at National University.
Auto-ApplyFinance Internship
Finance advising internship job in Dublin, OH
Cardinal Health's Summer Internship Program is a structured 10-12 week experience designed for undergraduate students who will be entering their senior year and are eager to make an impact. As an intern, you'll work on meaningful, business-critical projects that contribute to real outcomes while gaining exposure to the healthcare industry.
What you'll gain:
Hands-on experience through impactful projects
Exposure to Cardinal Health's business and culture
Development of leadership and professional skills
Networking opportunities with peers and leaders
A chance to interview for full-time roles upon successful completion
Who we're looking for:
Undergraduate students graduating between December 2026 and June 2027
Curious, driven, and eager to learn
Interested in a career in the healthcare industry
Program Highlights
Real-World Experience
Interns collaborate with Cardinal Health professionals, business partners, customers, and vendors on impactful projects and daily responsibilities. Each intern also serves on a planning committee to enhance leadership skills and concludes the summer by presenting their work to business leaders.
Professional Development
Interns participate in a formal mentoring program, connect with employees across the organization, and attend workshops to strengthen business acumen. The program also provides opportunities to explore full-time career paths.
Networking Opportunities
Through the Executive Speaker Series and various networking events, interns engage with senior leaders and build relationships with professionals across the company.
Community & Camaraderie
Interns participate in social, team-building, and community service events designed to build a strong peer network and enrich the overall internship experience.
Job Description Summary
Location: Dublin, Ohio
Start Date: May 18 or 26, 2026
Hours: Approximately 40 hours a week for a minimum of 10 weeks
*Assistance with temporary housing is provided for students not local to the internship location.
As a Finance Intern, you could potentially support the organization in several of the following ways:
Review and analyze key account profitability and develop recommendations to improve profitability
Develop, analyze, and prepare reporting capabilities to support strategic initiatives in your area of the business
Profitability analysis on specific business or solution
Providing financial reporting to support the business
Develop a strategic pricing framework to align business strategy to pricing strategy for the region by country
Participation in daily FP&A activities, supporting monthly close cycle, reporting & analysis of financials
Lead budget reviews for analysis of business operations and report trends to business leaders
Enhancing existing templates to improve the efficiency of pricing, deal modeling, and profit improvement related
work
Other duties upon request
Accountabilities in this role
Demonstrate strong analytical skills and attention to detail in all tasks
Communicate effectively across all levels of the organization
Maintain a proactive, results-oriented approach to work
Prioritize tasks efficiently, recognize urgency, and consistently meet deadlines
Work independently with moderate guidance, showing initiative and ownership
Adapt quickly to changing priorities and evolving business needs
Qualifications
To be considered for the Cardinal Health Summer 2026 Internship Program, candidates should meet a combination of the following criteria:
Currently pursuing a bachelor's degree in Finance, Accounting, Economics, or related field, preferred
Expected graduation between December 2026 and June 2027, preferred
Minimum preferred cumulative GPA of 3.0 on a 4.0 scale
Intermediate proficiency of Microsoft Excel, preferred
Demonstrated leadership, communication and analytical skills
Participation in extracurricular activities, community organizations and/or professional associations
Must have unlimited work authorization in the United States without the need for employer sponsorship, now or at any time in the future
Please note, applicants may redact any age-related information.
Anticipated hourly rate: $22.00 per hour
Bonus eligible: No
Benefits: Medical, dental and vision coverage, Paid time off plan, Access to wages before pay day with my FlexPay
Application window anticipated to close: 02/28/2026 *if interested in opportunity, please submit application as soon as possible.
Candidates who are back-to-work, people with disabilities, without a college degree, and Veterans are encouraged to apply.
Cardinal Health supports an inclusive workplace that values diversity of thought, experience and background. We celebrate the power of our differences to create better solutions for our customers by ensuring employees can be their authentic selves each day. Cardinal Health is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, ancestry, age, physical or mental disability, sex, sexual orientation, gender identity/expression, pregnancy, veteran status, marital status, creed, status with regard to public assistance, genetic status or any other status protected by federal, state or local law.
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here
Auto-ApplyCollege Financial Representative, Internship Program
Finance advising internship job in Upper Arlington, OH
College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while engaging local and nationwide experts, exclusive financial products, and the support of a Fortune 500 company. You will have the opportunity to build your confidence, develop a professional network, and help people achieve financial freedom. Here, hard work pays off!
Responsibilities
Our internship program mimics our full-time Financial Representative career, allowing you to:
Learn how to prospect and network to build your business and client base
Develop and execute on a business strategy
Call on potential clients and set meetings to understand their financial goals
Prepare plans and offer useful recommendations
Gain exposure to proprietary planning software platforms
Engage in weekly coaching, training, and development meetings
Receive Risk Product State Licensing: Life, Accident, and Health
Build life skills that create future career opportunities
As a Northwestern Mutual College Financial Representative, you can expect a flexible schedule to work around your life and your classes. With the option to participate in our internship program year-round, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP . Get inspired at local and national recognition events, earn access to leadership programs, and collaborate with experts in our business. In fact, you'll find diverse resources across our culture to ensure that you experience personal and professional growth in this program. With interest, eligible students have an opportunity to interview for a full-time Financial Representative or Advisor role upon graduation.
#LI-Onsite
Qualifications
Are you a fit for this internship?
Full-time student; juniors and seniors preferred
Entrepreneurial ambitions and curiosity for sales
Highly involved on campus (leader, athlete, campus orgs, student government, etc)
Excellent time-management skills
Interest in financial literacy and planning tools
Business savvy and desire to increase critical thinking abilities
Compensation & Benefits
Performance-based earnings and revenue
Learning and Development Incentives (up to $1000/month, not inclusive of earned commissions)
Productivity Bonuses
Support for insurance licensing (life, health, DI, LTC)
Support for SIE, Series 6, Series 63 registrations (eligibility required)
About Us
For over 165 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives.
Our tailored approach includes multiple financial strategies-insurance, investments, and annuities-built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients.
Our Financial Representatives and College Financial Representatives are valued partners and proud business owners. As such, they are considered independent contractors
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for income tax purposes, and a "statutory employee" for Federal Insurance Contributions Act (FICA) tax purposes.
As a company, we value an inclusive and belonging workplace where everyone's unique viewpoints bring new successes. We strive to create teams that reflect our customers and communities, fostering an environment where all employees are welcomed, valued, and heard.
Why join Northwestern Mutual
Fortune 500 company (2023)
Top 100 Internship Programs, Yello x WayUp (2022)
5.0+ million clients and growing
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$257 billion retail investment client assets held or managed by Northwestern Mutual
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Forbes' Best Employers for Diversity (2018-2021)
Unsurpassed financial strength
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Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021)
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Northwestern Mutual College Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of an intern contract to become a Northwestern Mutual College Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval to contract will be withdrawn.
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As of June 30, 2023
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Combined client assets of NMIS and NMWMC as of June 30, 2023
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Among U.S. life insurers. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company, as of the most recent review and report by each rating agency. Ratings as of: 06/23 (Moody's Investors Service), 08/23 (A.M. Best Company), 08/23 (Fitch Ratings), 05/23 (S&P Global Ratings)
Salary Range USD $500.00 - USD $1,000.00 /Yr.
Auto-ApplyFinancial Clearance Representative - Remote
Remote finance advising internship job
Responsible for ensuring accounts are financially cleared prior to the date of service. Interview patients when scheduled for an elective, urgent, inpatient or outpatient procedure. Essential Functions and Responsibilities: * Financially clears patients for each visit type, admit type and area of service via the Electronic Medical Record- EMR, electronic verification tools.
* Accurately and efficiently performs registration using thorough interviewing techniques, registering patients in appropriate status, and following registration guidelines.
* Starts the overall patient's experience and billing process for outpatient and inpatient services by collecting, documenting, and scanning all required demographic and financial information.
* Responsible for obtaining and verifying accurate insurance information, benefit validation and authorizations.
* Estimates and collects copays, deductibles, and other patient financial obligations.
* Manages all responsibilities within hospital and department compliance guidelines and in accordance with Meaningful Use requirements.
* Applies recurring visit processing according to protocol.
* Performs duties otherwise assigned by management.
Qualifications:
Required:
* High school diploma or equivalent required
* One year experience in patient access, registration, billing or physician office
Preferred:
* One-year experience in insurance verification and authorization using Windows (Excel, Word, Outlook, etc.), an EMR system, Electronic Eligibility System and various websites for third party payers for verification
Equal Opportunity Employer of Minorities/Females/Disabled/Veterans
Additional Information
* Schedule: Full-time
* Requisition ID: 25005267
* Daily Work Times: Standard Business Hours
* Hours Per Pay Period: 80
* On Call: No
* Weekends: No